See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,394 | $97,044-89.3% | $83,333-87.5% | $135,375-92.3% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | 1.01% | 12.31%-11.3pp | 10.63%-9.6pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,656 | $4,143-35.9% | $3,379-21.4% | $4,779-44.4% |
| Participant deferral / active EE | $5,351 | $5,964-10.3% | $5,565-3.8% | $5,609-4.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |